Bob Shiels Managing Director, Dallas (214) 765-1419 Email Mr. Shiels has over 15 years’ experience in fixed-income trading and sales. He began his career with First Southwest Company where he traded fixed income products for Public Fund clients and the firm’s correspondent firms. In 1992, he joined Southwest Securities and was [...]
Louis Rowlett Sales Manager, Dallas (214) 765-1409 Email A Managing Director and Sales Manager in Institutional Fixed Income Sales, Mr. Rowlett began his career with a Dallas based bank holding company in 1983 before joining Dean Witter Reynolds, Inc. in Dallas. His 32 years experience also includes 11 years with Principal [...]
Phillip Price Trader, Government, Austin (512) 794-9100 Email Mr. Price is a Managing Director at SAMCO Capital Markets and has been working in the securities business since 1985. He joined SAMCO in 1991 in a trader/sales role, and primarily trades mortgage-backed securities, as well as acts as backup trader for all [...]
Robert M. Phillips Managing Director, Dallas (214) 765-1408 Email Mr. Phillips is a Managing Director of SAMCO Capital Markets. His primary emphasis is providing fixed-income security investments to financial institutions, as well as educational and municipal government entities. In 1977, after receiving a BBA in Finance from the University of Texas [...]
Reid Patten Managing Director, Dallas (214) 765-1452 Email Reid Patten joined SAMCO Capital Markets in June 2010. Previously, he worked for two years as a financial analyst for Bright Realty, a Dallas-based real estate development firm. Reid graduated from Texas Christian University in 2008 with a degree in finance/real estate. He [...]
Will Osborne Managing Director, Dallas (2`14) 765-1430 Email Will Osborne joined SAMCO in 2021 as Managing Director. He has worked in the municipal bond industry since 2001, previously as a trader/underwriter at D.A. Davidson. Will graduated from Texas Christian University with a BBA in finance. He is a Chartered Financial Analyst and [...]
Heidi Orton Vice President, Kansas (816) 221-4042 Email Heidi Orton, Vice President, joined SAMCO in 2019 after working at McLiney and Company since 1985. Heidi is a registered representative whose activities include bond sales and underwriting. Heidi oversees the daily operations of the firm. She is integral to the coordination and [...]
Mark McLiney Senior Managing Director, San Antonio (210) 832-9760 Email Mark McLiney joined SAMCO Capital Markets, Inc. in January, 2015, as a Senior Managing Director. Mr. McLiney previously served 20 years at Southwest Securities, Inc. Mr. McLiney is Financial Advisor to over 130 clients throughout Texas and his work includes advising [...]
Joey McLiney Senior Managing Director, Kansas (816) 221-4042 Email Joey McLiney, Senior Managing Director, has more than 25 years experience in all aspects of municipal finance with clients of every size imaginable. He has experience working with clients in 18 states ranging from the City and Schools of Nome, Alaska to [...]
George McLiney Chief Managing Director, Kansas (816) 221-4042 Email George J. McLiney, Jr., Chief Managing Director, founded McLiney And Company in 1965 before joining SAMCO in 2019. He has been involved in all aspects of the municipal markets during his fifty-five year career. Much of his knowledge came from his father [...]
